Portal User Guide
Transcription
Portal User Guide
eSD® Portal: Parent View User Guide v. 3.2.0 Copyright © 2002-2013 eSchoolData, LLC All rights reserved. eSchoolData Student Management System eSD® PORTAL: PARENT VIEW TABLE OF CONTENTS Overview ........................................................................................................................................ 3 Account Registration ...................................................................................................................... 3 Logging In ....................................................................................................................................... 5 Getting Help ................................................................................................................................... 6 Navigating the Portal ..................................................................................................................... 7 Updating Account Info ................................................................................................................. 15 eSchoolData, LLC Copyright © 2002-2013 2 eSchoolData Student Management System eSD® PORTAL: PARENT VIEW A confirmation message will display stating that the Parent Portal registration has been successful. Once the account request has been approved by the school district, an email will be sent from the school district to the email address listed on the registration form. Logging In Once the district has approved the account request, the parent/guardian will receive an email with a link to verify the email address and activate the account. Once the email’s link is clicked and the email address verified, click Login to login to the account using the Username and Password created at the time of registration. If the district has chosen to auto-generate parent portal accounts, the User ID and temporary Password provided by the district should be used to login for the first time. Upon first login, the District’s Terms of Use should be read. Click I Agree at the bottom of the Agreement to proceed further. eSchoolData, LLC Copyright © 2002-2013 Note: To retrieve a forgotten Password, click the link where it says “Forgot your password? Click here to retrieve it.” Note: Parents/Guardians will be prompted to Agree to the District’s Terms of Use each time the Terms are amended. 5 eSchoolData Student Management System eSD® PORTAL: PARENT VIEW If the account has been auto-generated by the district, users will be required to establish a new Password and enter a Primary Email Address after agreeing to the Terms of Use. Users will also have the option to Use this E-Mail address as my User Name. Click Save when finished. Getting Help Users can get help both before and after logging in to the eSD® Parent Portal. From the Login screen, click the link where it says “Need help or more information? Click here to read our FAQ.” to access the eSchoolData Parent Portal F.A.Q. Once logged in to your Portal account, click the Help button in the upper right corner of the Parent Portal screens to access the eSchoolData Parent Portal F.A.Q. eSchoolData, LLC Copyright © 2002-2013 6 eSchoolData Student Management System eSD® PORTAL: PARENT VIEW The F.A.Q. provides portal account holders with answers to commonly asked questions. Navigating the Portal A successful login displays the Portal Homepage, which allows the portal account holder to see a list of their Student(s), view district/school Announcement(s) and access any district/school Uploaded File(s). On the left side of the screen, Parents/Guardians can view a log of their Recent Activities. Click on a Student’s Name in the list of Student(s) to view student-specific information. eSchoolData, LLC Copyright © 2002-2013 7 eSchoolData Student Management System eSD® PORTAL: PARENT VIEW Click a tab to bring up the corresponding information. All tabs may not be available, and their order may differ from these screenshots, depending upon your school district’s use of the eSchoolData system. The Profile tab displays Important Dates, such as Marking Period and Progress Report dates. Parents/guardians can also access the Conversation function, which allows parents/guardians to communicate with staff members. Click Add New Conversation to create a new message. Tip: The Home tab, as well as the Home button in the top right corner of the screen, will display your Portal Homepage with the list of your Students and the Announcements. Tip: Hover your mouse over an icon to display a Tooltip with the icon’s name. Select the class/teacher to which the new conversation is related and enter a Title for the conversation. Check Display on student portal to have the conversation display in the student’s account on the Student Portal in addition to the selected class teacher’s conversations list. Enter the message and when finished, click Submit. eSchoolData, LLC Copyright © 2002-2013 8 eSchoolData Student Management System eSD® PORTAL: PARENT VIEW Click the Attendance tab to view the student’s Attendance. Attendance will display based on settings established by the district. Click the Print icon to print the student’s attendance, or the Print Note icon to print an attendance note. Click on the Schedule tab to view the student’s schedule. The Partially Scheduled icon denotes the student has been pulled out of that class for a given day pattern. The pull out day pattern(s) will be missing. If a teacher has enabled the eSD webpage functionality, a link to the teacher’s webpage will display in the Webpage column. Click the Print icon to print the student’s schedule. Click on the Discipline tab to view the student’s discipline history. Click the Print icon print the student’s discipline record. eSchoolData, LLC Copyright © 2002-2013 to 9 eSchoolData Student Management System eSD® PORTAL: PARENT VIEW Click on the Immunization tab to view the student’s immunization records on file with the district. Click the Print icon to print the student’s immunization records. Click on the Transcript tab to view the student’s transcript. Click Print to print an unofficial Transcript directly from this screen. eSchoolData, LLC Copyright © 2002-2013 Note: Transcripts will be published to the Portal at the school district’s discretion. 10 eSchoolData Student Management System eSD® PORTAL: PARENT VIEW Click on the Report Card tab to view the student’s report card. Click Print to print an unofficial Report Card directly from this screen. Click on the Buses tab to view the student’s bus information. Click the Print icon student’s bus information. Note: Report Cards will be published to the Portal at the school district’s discretion. to print the Click on the Course Requests tab to view the student’s current Course Requests. Depending on the district’s policy and settings, parents/guardians will be able to enter new Course Requests by clicking the New Request button. Note: Course requests entered by parents can be deleted until they are approved. eSchoolData, LLC Copyright © 2002-2013 11 eSchoolData Student Management System eSD® PORTAL: PARENT VIEW Search for courses by Department or Subject area. Check the Select checkbox next to the requested course(s). Comments can be added if desired. Click Save to add the request(s). Click on the Gradebook tab then click View Gradebook Assignments to view the student’s class list and published assignment categories and assignments. Once the Gradebook window opens, select the Marking Period (defaults to the current Marking Period) or a specific Date Range (click Go after selecting the From/To dates), and click the course in the Class List you would like to view. In the Class Work section, click the Expand icon next to an Assignment Category to display the published assignments in that category. The Teacher’s Comment column will display assignment-specific comments. Click the Assignment Description icon to view the assignment description. Click the View Report link to view any Performance Reports posted by the teacher. Click Print Assignment to print the displayed assignments. Note: Mini courses that occur between Marking Periods can be viewed using the All Classes selection from the Class List. Note: Alpha equivalents will display for the CMPA, Marking Period Average, and Marking Period Grade, when Alpha Grade Conversion has been set for the course. Note: Users can Collapse or Expand Gradebook sections, and Hide or Display the Class List. eSchoolData, LLC Copyright © 2002-2013 12 eSchoolData Student Management System eSD® PORTAL: PARENT VIEW Click on the Progress Report tab to view the student’s progress report. Click Print to print an unofficial Progress Report directly from this screen. Note: Progress Reports will be published to the Portal at the school district’s discretion. Click on the Assessments tab to view the student’s assessments. Click the Print icon a copy of the student’s assessments. Note: Assessments will be published to the Portal at the school district’s discretion. to print Click on the Fees tab to view the student’s fees. Invoice information and total balance will be displayed. Click the Print icon to print a copy of the student’s fees. eSchoolData, LLC Copyright © 2002-2013 13 eSchoolData Student Management System eSD® PORTAL: PARENT VIEW Click on the ERC tab to view the student’s elementary report card. Click Print to print an unofficial Elementary Report Card directly from this screen. Note: Elementary Report Cards will be published to the Portal at the school district’s discretion. Click on the Custom ERC tab to view the student’s custom elementary report card. Select the Marking Period then click View Custom ERC. Note: Custom ERCs will be published to the Portal at the school district’s discretion. The Custom ERC will be generated and will open in a new window. Use the toolbar at top left to navigate through, Print and/or Save the Custom ERC. eSchoolData, LLC Copyright © 2002-2013 14 eSchoolData Student Management System eSD® PORTAL: PARENT VIEW Updating Account Info Parents/guardians can update account information at any time. Click the My Account button at the top right of the Portal screens. The Update Account Info tab is the default tab. From here, passwords, usernames, and primary email addresses can be changed. Enter the new information in one or all of these categories, and click Update Account Information when finished. Click the Personal Information tab to request changes to your personal information. The following fields can be updated: Salutation, First Name, Last Name, Gender, Education Level, Phone Information and Email Information. Additional phone numbers and email addresses can be added using the Add Phone and Add Email buttons. Click the Delete icon to delete an existing phone number or email address. Click Update Personal Info when finished to submit the change request. Portal administrators have the option to accept or ignore change requests. eSchoolData, LLC Copyright © 2002-2013 Note: Once a guardian submits a request to update personal information, they will be prevented from submitting a subsequent request until all changes in the prior request have been accepted or ignored. 15 eSchoolData Student Management System eSD® PORTAL: PARENT VIEW Parents/guardians will have access to the Environmental Settings tab if the school district is implementing a “Go Green” initiative to reduce the mailings of grade reporting documents. Parents/guardians can select, for each student, which available grade reporting documents they wish to continue to receive as paper mailings. Click Update Settings when finished. Click the E-Mail Alerts tab to set your email alert preferences. Under E-Mail Preferences, select your preferred email Format (HTML or Text) and Delivery format/frequency (Individual E-Mails, Daily Digest, Weekly Digest, or Monthly Digest). For each student, check the Student Alerts for which you wish to subscribe. Once checked, the default Delivery format will be set to your preferred Delivery format, but can be changed on a student-by-student basis. For each school, check the School Alerts for which you wish to subscribe. Once checked, the default Delivery format will be set to your preferred Delivery format, but can be changed. When finished, click Update. eSchoolData, LLC Copyright © 2002-2013 16
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